UPPER CHESAPEAKE HEALTH FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UPPER CHESAPEAKE HEALTH FOUNDATION INC (EIN 52-1398507)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349313245
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T20:37:53-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521398507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER CHESAPEAKE HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CFO | InCareOfNm |
| Business Name Control | UPPE | BusinessNameControlTxt |
| Phone | 4436431000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DR SUITE 405 | AddressLine1Txt |
| City | BEL AIR | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE WITMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4436431000 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russlee Armstrong | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320191355000074 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA918D8483008E32154F6CC583B06457B9AF9E42 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 608A44FBD3B3FC5DA597FC74B11BC79851E8289E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYLE E SHELDON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 upper chesapeake drive | AddressLine1Txt |
| City | bel air | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,648,175 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTING ORGANIZATION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATES | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,864,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,047,070 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,244,850 | PYInvestmentIncomeAmt |
| CY Investment Income | $824,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,139 | PYOtherRevenueAmt |
| CY Other Revenue | $616,978 | CYOtherRevenueAmt |
| PY Total Revenue | $4,210,394 | PYTotalRevenueAmt |
| CY Total Revenue | $5,488,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $675 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,118,321 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,059,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,018,367 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $677,565 | PYOtherExpensesAmt |
| CY Other Expenses | $602,720 | CYOtherExpensesAmt |
| PY Total Expenses | $1,737,331 | PYTotalExpensesAmt |
| CY Total Expenses | $2,739,408 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,473,063 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,749,487 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,017,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,420,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,789,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,931,011 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,227,852 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,489,857 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UPPER CHESAPEAKE HEALTH FOUNDATION SUPPORTS THE MISSION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM THROUGH DEVELOPING RELATIONSHIPS WITH LOCAL CITIZENS AND ORGANIZATIONS WHO WISH TO TAKE PART IN THE EXPANSION AND IMPROVEMENT OF HEALTHCARE SERVICES PROVIDED IN HARFORD COUNTY. THROUGH THE WORK OF THE UPPER CHESAPEAKE HEALTH FOUNDATION, THE COMMUNITY SUPPORTS THEIR HOSPITAL THROUGH PHILANTHROPIC GIFTS, PLANNED GIVING, PARTICIPATION IN FUNDRAISING EVENTS AND VOLUNTEERISM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,739,408 | ExpenseAmt |
| Grant | $1,118,321 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDRAISE FOR AND DISTRIBUTE FUNDS FOR CAPITAL AND OPERATING PROGRAMS TO UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATES. | Desc |
| Total Program Service Expenses | $2,739,408 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | false | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CFO | PersonNm |
| Phone | 4436431000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DRIVE | AddressLine1Txt |
| City | BEL AIR | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21014 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Albert J A Young ESQ | |||||||
| CHAIRMAN/DIRECTOR | 1.0 | 2.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Andrew Klein | |||||||
| VICE CHAIRMAN/DIRECTOR | 1.0 | 3.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYLE E SHELDON Ex-Officio | |||||||
| PRESIDENT/CEO/DIRECTOR | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $1,255,352 | $38,781 |
| Thomas Fidler | |||||||
| SECRETARY/DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Cindy Hushon | |||||||
| Assistant secretary/director | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R Bryan Kilby | |||||||
| TREASURER/DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Roger E Schneider MD | |||||||
| Director - end 6/30/18 | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM B ALLEN PHD | |||||||
| DIRECTOR | 1.0 | 2.5 | Yes (X) | $0 | $0 | $0 | |
| Susan Affleck Bauer | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALISSA BIRNBAUM | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Clarence C Boyle Jr | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SUSIE COMER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MELINDA L CRAIG | |||||||
| DIRECTOR | 1.0 | 2.5 | Yes (X) | $0 | $0 | $0 | |
| JANE DUNN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGEANNA GARCEAU | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SANDRA D GUZEWICH | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRANKLIN J HAJEK | |||||||
| DIRECTOR | 1.0 | 2.5 | Yes (X) | $0 | $0 | $0 | |
| James M Harkins | |||||||
| DIRECTOR | 1.0 | 1.5 | Yes (X) | $0 | $0 | $0 | |
| KEVIN JABLON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| M SCOT KAUFMAN | |||||||
| DIRECTOR emeritus | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA KAUFMAN | |||||||
| DIRECTOR emiritus | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRYAN E KELLY | |||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES LAMBDIN | |||||||
| DIRECTOR - END 12/18/17 | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |
| DONALD W MATHIS | |||||||
| DIRECTOR | 1.0 | 2.5 | Yes (X) | $0 | $0 | $0 | |
| MARY ANNE MEDEIROS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY J MEOLI | |||||||
| DIRECTOR emeritus | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARK MOODY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANGELA POPPE RIES md | |||||||
| dir/med dir- end 6/28/18 | 1.0 | 49.0 | Yes (X) | $0 | $220,263 | $9,492 | |
| Keith Rawlings | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH RIES | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY ROSE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS J SADOWSKI | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JASON SKIDMORE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Donna Stifler | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TERRY TROY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Thomas Walls | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CRAIG WARD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J WARD JR | |||||||
| DIRECTOR | 1.0 | 2.5 | Yes (X) | $0 | $0 | $0 | |
| ADELE A WILZACK RN MS | |||||||
| DIRECTOR | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |
| IRKA ZAZULAK | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J JIRSA | |||||||
| DIRECTOR- end 1/16/2018 | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |
| William R Minton | |||||||
| Director- end 6/6/18 | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Rajiv Goel ESQ | |||||||
| Director | 1.0 | 1.75 | Yes (X) | $0 | $0 | $0 | |
| Dennis Kurgansky MD | |||||||
| Director | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | |
| Lawrence Scanlan | |||||||
| Director/Vice President | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Lillian A Cohen | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Muhammad Jokhadar MD | |||||||
| Physician/Hospitalist | 0.5 | 49.5 | Yes (X) | $0 | $373,523 | $37,359 | |
| Michael MacPherson | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lorraine Mayo HMH Auxiliary | |||||||
| Director (ex-officio) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Joseph Snee Jr ESQ | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Richard P Streett Jr VMD | |||||||
| Director | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |
| Lisa Thomas MD | |||||||
| Ex-Officio, M.S. Rep | 0.5 | 3.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,849,138 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,632 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $271,282 | FundraisingAmt |
| All Other Contributions | $3,775,788 | AllOtherContributionsAmt |
| Noncash Contributions | $30,790 | NoncashContributionsAmt |
| Total Contributions | $4,047,070 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,933 | TotalRevenueColumnAmt |
| Exclusion | $687,933 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,155,919 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,019,005 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,914 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,914 | TotalRevenueColumnAmt |
| Exclusion | $136,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $148,668 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $271,282 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $140,275 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,393 | TotalRevenueColumnAmt |
| Exclusion | $8,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF BAD DEBTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $608,585 | TotalRevenueColumnAmt |
| Exclusion | $608,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $608,585 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,488,895 | TotalRevenueColumnAmt |
| Exclusion | $1,441,825 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,146 | TotalAmt |
| Program Services | $1,118,146 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Program Services | $175 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821,264 | TotalAmt |
| Program Services | $821,264 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,103 | TotalAmt |
| Program Services | $197,103 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,305 | TotalAmt |
| Program Services | $284,305 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,921 | TotalAmt |
| Program Services | $55,921 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,048 | TotalAmt |
| Program Services | $199,048 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336 | TotalAmt |
| Program Services | $1,336 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,805 | TotalAmt |
| Program Services | $4,805 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,695 | TotalAmt |
| Program Services | $5,695 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,142 | TotalAmt |
| Program Services | $5,142 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTALS | $1,655 | $1,655 | $0 | $0 |
| MAINTENANCE CONTRACT | $2,787 | $2,787 | ||
| LICENSE AND DUES | $4,455 | $4,455 | ||
| MISCELLANEOUS | $37,571 | $37,571 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739,408 | TotalAmt |
| Program Services | $2,739,408 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,901 | BOYAmt |
| EOY | $305,951 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,135,482 | BOYAmt |
| EOY | $5,272,747 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,570 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,758 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,954 | BOYAmt |
| EOY | $53,812 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,383,374 | BOYAmt |
| EOY | $26,743,249 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,538 | BOYAmt |
| EOY | $45,109 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,017,249 | BOYAmt |
| EOY | $32,420,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,789,397 | BOYAmt |
| EOY | $9,931,011 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,789,397 | BOYAmt |
| EOY | $9,931,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,425,728 | BOYAmt |
| EOY | $13,897,567 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,525,920 | BOYAmt |
| EOY | $7,316,086 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,204 | BOYAmt |
| EOY | $1,276,204 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,227,852 | BOYAmt |
| EOY | $22,489,857 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,017,249 | BOYAmt |
| EOY | $32,420,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,749,487 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,571,726 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$59,208 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| UPPER CHESAPEAKE MEDICAL CENTER | ||||
| 521253920 | 3 | Yes (true) | $842,487 | $0 |
| UPPER CHESAPEAKE HEALTH SYSTEM | ||||
| 521398513 | 7 | Yes (true) | $25,659 | $0 |
| UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE | ||||
| 260737028 | 7 | Yes (true) | $250,000 | $0 |
| HARFORD MEMORIAL HOSPITAL INC | ||||
| 520591484 | 3 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,118,146 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (true) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (true) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | false | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART IV, SEC. B, LINE 1 THE SUPPORTED ORGANIZATIONS, UC MEDICAL CENTER, HARFORD MEMORIAL HOSPITAL, UC RESIDENTIAL HOSPICE HOUSE, AND UC HEALTH SYSTEM, EACH SHARE A PORTION OF UC HEALTH FOUNDATION'S BOARD OF DIRECTORS. THESE SHARED DIRECTORS EFFECTIVELY ENSURE THAT THE UC HEALTH FOUNDATION'S ACTIVITIES ARE IN LINE WITH THE SHARED MISSIONS OF ALL SUPPORTED ORGANIZATIONS. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,802,125 | BeginningYearBalanceAmt |
| Contributions | $296,832 | ContributionsAmt |
| Investment Earnings Or Losses | $493,334 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,592,291 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,190,196 | BeginningYearBalanceAmt |
| Contributions | $136,190 | ContributionsAmt |
| Investment Earnings Or Losses | $475,739 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,802,125 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,290,101 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$67,664 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,241 | OtherExpendituresAmt |
| End Year Balance | $7,190,196 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,438,153 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $378,022 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $541,074 | OtherExpendituresAmt |
| End Year Balance | $7,290,101 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,276,204 | BeginningYearBalanceAmt |
| Contributions | $6,161,949 | ContributionsAmt |
| Investment Earnings Or Losses | $100,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,150 | OtherExpendituresAmt |
| End Year Balance | $7,438,153 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,100 | OtherCostOrOtherBasisAmt |
| Book Value | $46,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,470 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,758 | DepreciationAmt |
| Book Value | $7,712 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,812 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $9,931,011 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,931,011 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USES OF ENDOWMENT FUNDS | Schedule D, Part V, Line 4 THE INTENDED USES OF THE TEMPORARILY RESTRICTED NET ASSETS ARE AS FOLLOWS: NURSING EDUCATION AT HARFORD MEMORIAL HOSPITAL (A SUPPORTED ORGANIZATION OF THIS FILING ORGANIZATION) AND OTHER HEALTHCARE PROGRAMS AT UPPER CHESAPEAKE MEDICAL CENTER AND HARFORD MEMORIAL HOSPITAL (BOTH SUPPORTED ORGANIZATIONS OF THIS FILING ORGANIZATION). THE INTENDED USES OF THE PERMANENTLY RESTRICTED NET ASSETS ARE AS FOLLOWS: THE INCOME FROM SUCH INVESTMENTS IN PERPETUITY IS EXPENDABLE FOR EQUIPMENT PURCHASES BY HARFORD MEMORIAL HOSPITAL AND TO SUPPORT CHARITY CARE PROVIDED BY HARFORD MEMORIAL HOSPITAL. |
| FIN 48 FOOTNOTE PER AUDIT REPORT | SCHEDULE D, PART X, LINE 2 THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Regatta | Event1Nm |
| Gross Receipts Event1 | $146,338 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $94,765 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,573 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $45,518 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf | Event2Nm |
| Gross Receipts Event2 | $172,370 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $111,900 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $60,470 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $57,096 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $101,242 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $64,617 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $36,625 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $37,661 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $419,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $271,282 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,668 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $140,275 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $140,275 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,393 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Upper Chesapeake Medical Center | |||||||
| 500 Upper Chesapeake Drive | Bel Air | MD | 21014 | 521253920 | 501(c)(3) | $842,487 | General Support |
| UM Upper Chesapeake Health System | |||||||
| 520 Upper Chesapeake Dr Suite 405 | Bel Air | MD | 21014 | 521398513 | 501(c)(3) | $25,659 | General Support |
| UC Residential Hospice House | |||||||
| 520 Upper Chesapeake Dr Ste 405 | Bel Air | MD | 21014 | 260737028 | 501(c)(3) | $250,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, line 2 UCHF provides monetary support to several of its supported organizations to further the programs and exempt purposes of these organizations. The common boards of these organizations ensure that funds are used for the exempt purposes of these related organizations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYLE E SHELDON Ex-Officio | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $0 | $707,387 | $0 | $323,138 | $0 | $224,827 | $0 | $10,800 | $0 | $27,981 | $0 | $1,294,133 | $0 | $200,468 |
| ANGELA POPPE RIES md | ||||||||||||||
| dir/med dir- end 6/28/18 | $0 | $220,002 | $0 | $0 | $0 | $261 | $0 | $8,810 | $0 | $682 | $0 | $229,755 | $0 | $0 |
| Muhammad Jokhadar MD | ||||||||||||||
| Physician/Hospitalist | $0 | $320,797 | $0 | $52,426 | $0 | $300 | $0 | $10,800 | $0 | $26,559 | $0 | $410,882 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, QUESTION 3 | ALL COMPENSATION TO OFFICERS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, QUESTION 4B DURING THE FISCAL YEAR ENDED JUNE 30, 2018, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS VESTED IN THE PLAN, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE CALENDAR YEAR 2017 ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION: LYLE E. SHELDON |
| NONFIXED PAYMENTS | SCHEDULE J, PART I, QUESTION 7 BONUSES PAID, BY A RELATED ORGANIZATION, ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS AND KEY EMPLOYEES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Daily Grind DG | |||
| Board Member: Joseph Ries' wife owns the DG; DG paid by Harford Memorial Hosp | $102,062 | pmts-op of coffee/food shop | false |
| Hart to Heart HTH | |||
| Board Member: Jason Skidmore owns HTH; HTH paid by Harford Memorial Hosp | $263,766 | pmts-for ambulance service | false |
| Frederick Ward AssocFWA | |||
| Board Member: Craig Ward is a senior advisor for FWA: FWA paid by Harford Mem | $346,045 | pmts-for archit. design svcs | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | misc. prizes for fundraising | 63 | $17,858 | FMV |
| Yes (X) | gift cards for fundraisings | 54 | $10,495 | FMV |
| Yes (X) | supplies/svcs for events | 2 | $2,437 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATIONAL GOVERNING BODY | FORM 990, PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, QUESTION 2 FAMILY OR BUSINESS RELATIONSHIP M. SCOT KAUFMAN AND PATRICIA KAUFMAN, BOTH BOARD MEMBERS, HAVE A FAMILIAL RELATIONSHIP. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, QUESTIONS 6, 7A & 7B University of Maryland Upper Chesapeake HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE HEALTH FOUNDATION, INC., UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMUCHS. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B UMMS ENGAGES THE ACCOUNTING FIRM GRANT THORNTON TO PREPARE AND REVIEW THE IRS FORM 990 FOR UMMS AND ITS AFFILIATES. INFORMATION NEEDED TO COMPLETE THE RETURN IS GATHERED BY ACCOUNTING PERSONNEL IN THE FINANCE SHARED SERVICES DEPARTMENT UNDER THE SUPERVISION OF THE UMMS TAX DIRECTOR AND PROVIDED TO GRANT THORNTON. ONCE A DRAFT RETURN IS PREPARED, IT UNDERGOES MULTIPLE LEVELS OF REVIEW BOTH INTERNALLY BY UMMS TAX & FINANCE PERSONNEL, AND EXTERNALLY BY GRANT THORNTON, INCLUDING AT THE PARTNER LEVEL. FOLLOWING ANY NECESSARY CHANGES TO THE RETURN, A FINAL DRAFT IS REVIEWED BY EACH AFFILIATES VICE PRESIDENT OF FINANCE AND/OR CFO. PRIOR TO FILING THE IRS FORM 990, THE ORGANIZATION'S BOARD CHAIRMAN, TREASURER, AUDIT COMMITTEE CHAIRMAN, EXECUTIVE COMMITTEE CHAIRMAN OR OTHER MEMBER OF THE BOARD WITH SIMILAR AUTHORITY WILL REVIEW THE IRS FORM 990. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FINAL IRS FORM 990 BEFORE FILING. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S OFFICERS, DIRECTORS AND MEDICAL STAFF MEMBERS, AS APPLICABLE, SHALL DISCLOSE CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION, OR ANY ENTITY CONTROLLED BY OR OWNED IN SUBSTANTIAL PART BY THE ORGANIZATION. A QUESTIONNAIRE WHICH DISCLOSES POTENTIAL CONFLICTS OF INTEREST IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE GENERAL COUNSEL OF UMMS REVIEWS THE RESPONSES FOR UMMS AND CERTAIN OTHER AFFILIATES. THE CEO OR CFO OF EACH OF THE OTHER ENTITIES IN THE UMMS SYSTEM REVIEWS THE RESPONSES FOR THOSE ENTITIES. THE GENERAL COUNSEL, IN CONSULTATION WITH THE AUDIT COMMITTEE, IF NECESSARY, WOULD DETERMINE IF A CONFLICT OF INTEREST EXISTED. WITH RESPECT TO THE OTHER ENTITIES IN THE UMMS SYSTEM, THE GENERAL COUNSEL MAY BE CALLED FOR CONSULT. IF SO, THE GENERAL COUNSEL MAY CONSULT THE AUDIT COMMITTEE, IF NECESSARY. WHENEVER A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE NATURE OF THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN WRITING TO THE ORGANIZATION'S BOARD, BOARD COMMITTEE, AN OFFICER OF THE ORGANIZATION OR OTHER APPROPRIATE EXECUTIVE. SUCH INDIVIDUAL HAVING A POTENTIAL CONFLICT OF INTEREST SHALL PLAY NO ROLE ON BEHALF OF THE ORGANIZATION, OR ANY ORGANIZATION CONTROLLED OR SUBSTANTIALLY OWNED, IN ANY TRANSACTION IN WHICH A CONFLICT EXISTS. ALL INVITATIONS FOR BIDS, PROPOSALS OR SOLICITATIONS FOR OFFERS INCLUDE THE FOLLOWING PROVISION: ANY VENDOR, SUPPLIER OR CONTRACTOR MUST DISCLOSE ANY ACTUAL OR POTENTIAL TRANSACTION WITH ANY ORGANIZATION OFFICER, DIRECTOR, EMPLOYEE OR MEMBER OF THE MEDICAL STAFF, INCLUDING FAMILY MEMBERS WITHIN FIVE DAYS OF THE TRANSACTION. FAILURE TO COMPLY WITH THIS PROVISION IS A MATERIAL BREACH OF AGREEMENT. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATES OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATIONS OR AFFILIATES WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. |
| RECONCILIATION OF NET ASSETS AND FUND BALANCES | FORM 990, PART XI, LINE 9 CHANGE IN INVESTMENT ACTIVITY $(51,613) RELEASE OF FUNDS - RELATED ORGS $(7,595) ----------- TOTAL $(59,208) =========== |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Baltimore Washington Emergency Phys Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521756326 | Healthcare | MD | 501(c)(3) | 12a | BWHS | false |
| Baltimore Washington Healthcare Services | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830243 | Healthcare | MD | 501(c)(3) | 12a | UMBWMS | false |
| Baltimore Washington Medical Center Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 520689917 | Healthcare | MD | 501(c)(3) | 03 | UMBWMS | false |
| UM Baltimore Washington Medical System | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830242 | Healthcare | MD | 501(c)(3) | 12A | UMMSC | false |
| North Arundel Development Corporation | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521318404 | Real Estate | MD | 501(c)(2) | NCC | false | |
| North County Corporation | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521591355 | Real Estate | MD | 501(c)(2) | UMBWMS | false | |
| Chester River Health Foundation Inc | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 521338861 | Fundraising | MD | 501(c)(3) | 08 | UMSRH | false |
| Univ of MD Shore Regional HealthInc | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 522046500 | Healthcare | MD | 501(c)(3) | 12A | UMMSC | false |
| Chester River Hospital Center | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 520679694 | Healthcare | MD | 501(c)(3) | 03 | UMSRH | false |
| Chester River Manor Inc | ||||||||||
| 200 Morgnec Road | Chestertown | MD | 21620 | 526070333 | Healthcare | MD | 501(c)(3) | 10 | UMSRH | false |
| Maryland General Clinical Practice Group | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521566211 | Healthcare | MD | 501(c)(3) | 12B | UMMTH | false |
| University of Maryland Midtown Health I | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521175337 | Healthcare | MD | 501(c)(3) | 12B | UMMSC | false |
| Maryland General Hospital Inc | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 520591667 | Healthcare | MD | 501(c)(3) | 03 | UMMTH | false |
| Care Health Services Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521510269 | Healthcare | MD | 501(c)(3) | 10 | SHS | false |
| Memorial Hospital Foundation Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521282080 | Fundraising | MD | 501(c)(3) | 12A | shs | false |
| University of Maryland Community Medical | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521874111 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| Shore Health System Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 520610538 | Healthcare | MD | 501(c)(3) | 03 | UMSRH | false |
| James Lawrence Kernan Hospital Inc | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 520591639 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| University of MD Medical System Corp | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521362793 | Healthcare | MD | 501(c)(3) | 03 | na | false |
| UMMS Foundation Inc | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522238893 | Fundraising | MD | 501(c)(3) | 12A | UMMSC | false |
| University of Maryland Charles Regional | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522155576 | Healthcare | MD | 501(c)(3) | 12C | UMMSC | false |
| Civista Medical Center Inc | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 520445374 | Healthcare | MD | 501(c)(3) | 03 | UMCRH | false |
| Charles Regional Medical Center Foundati | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521414564 | Fundraising | MD | 501(c)(3) | 12A | UMCRH | false |
| Charles Regional Medical Center Auxiliar | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521131193 | Fundraising | MD | 501(c)(3) | 12A | UMCRH | false |
| Univ of MD St Joseph Foundation Inc | ||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521681044 | Fundraising | MD | 501(c)(3) | 12A | UMSJHS | false |
| Harford Memorial Hospital Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 520591484 | Healthcare | MD | 501(c)(3) | 03 | UMUCHS | false |
| UM Upper Chesapeake Health System Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521398513 | Healthcare | MD | 501(c)(3) | 12C; III-FI | UMMSC | false |
| Upper Chesapeake Medical Center Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521253920 | Healthcare | MD | 501(c)(3) | 03 | UMUCHS | false |
| Upper Chesapeake Medical Services Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521501734 | Healthcare | MD | 501(c)(3) | 10 | UMUCHS | false |
| Upper Chesapeake Properties Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521907237 | Real Estate | MD | 501(c)(2) | UMUCHS | false | |
| Upper Ches Residential Hospice House In | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 260737028 | Hospice | MD | 501(c)(3) | 07 | UMUCHS | false |
| Upper ChesapeakeSt Joseph Home Care I | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521229742 | HOME CARE | MD | 501(c)(3) | 10 | UMUCHS | false |
| UMSJ Health System LLC | ||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 462097818 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| Dimensions Health Corporation | ||||||||||
| 3001 Hospital Drive | Cheverly | MD | 20785 | 521289729 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| Dimensions Healthcare Associates | ||||||||||
| 3001 Hospital Drive | Cheverly | MD | 20785 | 521902711 | Healthcare | MD | 501(c)(3) | 12A | UMCAPRH | false |
| UM Capital Region Health Inc | ||||||||||
| 250 W Pratt St Ste 2400 | Baltimore | MD | 21201 | 823596114 | Healthcare | MD | 501(c)(3) | 12C | UMMSC | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates LLC | |||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 522000762 | Healthcare | MD | apa inc |
| Baltimore Washington Imaging LLC | |||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 200806027 | Healthcare | MD | umbwms |
| Universitycare LLC | |||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521914892 | Healthcare | MD | UMMSC |
| O'Dea Medical Arts Limited Partnership | |||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521682964 | Rental | MD | sjmc prop |
| Advanced Imaging at St Joseph Medical C | |||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521958002 | Healthcare | MD | umsjmc |
| University of Maryland Charles Regional | |||||||
| PO Box 1070 | LaPlata | MD | 20646 | 300956382 | Healthcare | MD | UMCRCP |
| BALTIMORE ASC VENTURES LLC | |||||||
| 7620 York Road | Towson | MD | 21204 | 824133899 | Healthcare | DE | UMSJMC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates Inc | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521992649 | Healthcare | MD | umbwms | C Corp | false | ||||
| Baltimore Washington Health Enterprises | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521936656 | Healthcare | MD | umbwms | C Corp | false | ||||
| BW Professional Services Inc | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521655640 | Healthcare | MD | BWHE | c corp | false | ||||
| UM Charles Regional Care Partners | |||||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522176314 | Healthcare | MD | umcrh | C Corp | false | ||||
| University Midtown Prof Center A Condo | |||||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521891126 | Real Estate | MD | ummh | C Corp | false | ||||
| NA Executive Building Condo Assn Inc | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | Real Estate | MD | nadco | C Corp | false | |||||
| Upper Chesapeake Insurance Company | |||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 980468438 | INSURANCE | MD | UMUCHS | ltd | false | ||||
| Upper Chesapeake Health Ventures Inc | |||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 522031264 | Healthcare | MD | UMUCHS | C Corp | false | ||||
| Upper Chesapeake Medical Center Land Con | |||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 770674478 | Real Estate | MD | UC Med Crt | C Corp | false | ||||
| Upper Chesapeake Medical Office Building | |||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521946829 | Real Estate | MD | UC HLTH Vent | C Corp | false | ||||
| University of Maryland Health Advantage | |||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 461411902 | Insurance | MD | ummshp | C Corp | false | ||||
| University of Maryland Health Partners | |||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 452815803 | Insurance | MD | ummshp | C Corp | false | ||||
| University of Maryland Medical System He | |||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 452815722 | Insurance | MD | UM Hlth Vent | C Corp | false | ||||
| Shore Orthopedics Inc | |||||||||||||
| 219 S Washington Street | Easton | MD | 21601 | 371817262 | Healthcare | MD | SHS | C Corp | false | ||||
| Madison Manor Inc | |||||||||||||
| 5801 42nd Ave | Hyattsville | MD | 20781 | 521269059 | Healthcare | MD | UMCAPRH | C Corp | false | ||||
| Affiliated Enterprises Inc | |||||||||||||
| 3001 Hospital Drive | Cheverly | MD | 20785 | 521542144 | Healthcare | MD | UMCAPRH | C CORP | false | ||||
| Dimensions Assurance LTD | |||||||||||||
| 980348082 | Insurance | UMMSC | C CORP | false | PO Box 1363 Genesis Bldg | Grand Cayman | CJ | CJ | |||||
| Riverside Health of Delaware Inc | |||||||||||||
| 1966 Greenspring Drive Ste 600 | Timonium | MD | 21093 | 463205820 | Healthcare | DE | UMMSHP | C CORP | false | ||||
| Riverside Health of DC Inc | |||||||||||||
| 1966 Greenspring Drive Ste 600 | Timonium | MD | 21093 | 461411713 | Healthcare | DC | UMMSHP | C CORP | false | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |